Fortitude Advisory Group’s Boeing BA Stock Holding History

Fortitude Advisory Group’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$308K	Sell	1,656 -691	-29%	-$148K	0.12%	164
2026 Q2	$508K	Sell	2,347 -955	-29%	-$212K	0.19%	109
2026 Q1	$657K	Buy	3,302 +2,216	+204%	+$505K	0.3%	70
2025 Q4	$236K	Sell	1,086 -2,114	-66%	-$435K	0.1%	175
2025 Q3	$691K	Buy	3,200 +345	+12%	+$77.8K	0.37%	52
2025 Q2	$598K	Buy	2,855 +941	+49%	+$178K	0.34%	57
2025 Q1	$299K	Buy	+1,914	New	+$331K	0.22%	111
2024 Q2	–	Sell	-4,491	Closed	-$867K	–	201
2024 Q1	$867K	Buy	4,491 +254	+6%	+$52.2K	0.49%	37
2023 Q4	$1.1M	Sell	4,237 -188	-4%	-$40.2K	0.67%	23
2023 Q3	$848K	Sell	4,425 -9	-0.2%	-$1.97K	0.57%	31
2023 Q2	$936K	Buy	4,434 +80	+2%	+$16.6K	0.69%	30
2023 Q1	$925K	Buy	4,354 +150	+4%	+$31.2K	0.72%	27
2022 Q4	$801K	Buy	4,204 +548	+15%	+$89.6K	0.68%	34
2022 Q3	$443K	Buy	3,656 +18	+0.5%	+$2.76K	0.42%	60
2022 Q2	$497K	Sell	3,638 -352	-9%	-$51.9K	0.45%	54
2022 Q1	$764K	Sell	3,990 -507	-11%	-$102K	0.41%	41
2021 Q4	$906K	Buy	+4,497	New	+$950K	0.46%	36

Other funds holding BA

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fortitude Advisory Group's BA Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Boeing (BA) stake by 29% in Q3 2026, selling an estimated $148K and leaving 1,656 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #164.

Fortitude Advisory Group first reported a position in BA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2023. 1,412 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Fortitude Advisory Group held 1,656 shares of Boeing worth $308K as of Q3 2026.
Fortitude Advisory Group sold 691 Boeing shares in Q3 2026, an estimated $148K.
Boeing made up 0.12% of Fortitude Advisory Group's portfolio in Q3 2026, its #164 holding.
Fortitude Advisory Group first reported a position in Boeing in Q4 2021 and has held it in 17 quarters since.
Fortitude Advisory Group's Boeing position peaked at $1.1M in Q4 2023.
1,412 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.